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Building 2CLEARWATER CAPITAL PARTNERS, LLC

Map pinWILTON, CT
Phone212-201-8544
NotebookSEC #801-74140
Total AUM
$1.3B
Employees
38
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 RIVER ROAD
SUITE 15B
WILTON
CT 06897
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
212-201-8544
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
14
Discretionary
$1.3B
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
14
AUM
$1.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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